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Skyler Manabu Eubank

PERSPECTIVE WEALTH PARTNERS
BOISE, ID
·CRD# 7639636·4 years experience

Professional Summary

Skyler Manabu Eubank, who also goes by Skyler M Eubank, is a registered financial advisor currently at PERSPECTIVE WEALTH PARTNERS, LLC located in Boise, Idaho. Skyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Skyler has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Skyler M Eubank

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

PERSPECTIVE WEALTH PARTNERS, LLC·CRD# 140330
RIA
121 N 9th Street Suite 400, Boise, ID 83702
August 8, 2024 - Present
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
RIA
Eagle, ID
November 20, 2023 - July 23, 2024
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Eagle, ID
November 20, 2023 - July 23, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Boise, ID
January 17, 2023 - November 24, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Boise, ID
November 29, 2022 - November 24, 2023

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Current Firm

PW
PERSPECTIVE WEALTH PARTNERS, LLC

PERSPECTIVE WEALTH PARTNERS, LLC

CRD#: 140330 / SEC#: 801-79178
RIA
Registered Investment Advisory firm - SEC (2/12/2014 Approved)
California
Registered Investment Advisory firm - California (3/23/2014 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (2/21/2014 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (3/5/2014 Terminated)
Washington
Registered Investment Advisory firm - Washington (2/21/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

121 N 9th Street Suite 400, Boise, ID 83702

Phone Number

(208) 429-0960

# of Employees

12

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PERSPECTIVE WEALTH PARTNERS ADV PART 2A 2.13.2026 (2/19/2026)

Regulatory Assets Under Management

Total Number of Accounts

265

AUM (Assets Under Management)

$843,910,938

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/14/2026Cover PageReport
10/22/2025Cover PageReport
01/22/2025Cover PageReport
02/20/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PERSPECTIVE WEALTH PARTNERS, LLC

PERSPECTIVE WEALTH PARTNERS, LLC

CRD#: 140330 / SEC#: 801-79178
RIA
Registered Investment Advisory firm - SEC (2/12/2014 Approved)
California
Registered Investment Advisory firm - California (3/23/2014 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (2/21/2014 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (3/5/2014 Terminated)
Washington
Registered Investment Advisory firm - Washington (2/21/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Idaho
(8/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Skyler Manabu Eubank's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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